Overview
Registration is now closed, as the event has reached capacity.
Bloomberg is proud to host our annual Bloomberg Activism Forum, featuring conversations with key players in the shareholder activism market.
Please join us on Monday, December 11 at our Bloomberg New York Headquarters as investors and advisers review the year ahead in the activism business.
The conference will be webcast only on the Bloomberg Terminal on LIVE <GO> for all terminal users, no registration required. Direct link: BBTV 405046704 <GO>.
Agenda
- 12:00 – 12:50 PM
Registration and Boxed Lunch
- 12:50 – 12:55 PM
Opening Remarks: Adam Kommel – Activism Product Manager, Bloomberg
- 12:55 PM – 1:10 PM
Investment Idea: Chris Kiper – Co-Founder and CIO, Legion Partners Asset Management
- 1:10 – 1:40 PM
Panel: Evaluating Activists
Moderator: Adam Kommel – Activism Product Manager, Bloomberg
Cristiano Guerra – Head of Special Situations Research, Institutional Shareholder Services
Quentin Koffey – Managing Partner and CIO, Politan Capital Management
Lulu Llano – Director, External Public Markets, Teacher Retirement System of Texas
Jessica McDougall – Chair of Corporate Governance & Shareholder Engagement, Longacre Square Partners- 1:40 – 2:10 PM
Panel: The Role of Investor Activism in Advancing Climate Goals
Moderator: Abigail Gampher Takacs – Legal Analyst, Bloomberg Law
Elizabeth Bieber – Head of Shareholder Engagement and Activism Defense, Freshfields Bruckhaus Deringer
Jonathan Litt – Founder and CIO, Land & Buildings Investment Management
Jennifer Longhurst – Partner and Co-Lead of Critical Situations & Shareholder Activism, McCarthy Tétrault
Mark Viviano – Managing Partner & Portfolio Manager, Kimmeridge Energy Engagement Partners- 2:10 – 2:25 PM
Investment Idea: Sagar Gupta – Portfolio Manager, Anson Funds
- 2:25 – 2:40 PM
Break
- 2:40 – 2:50 PM
Activism Data on the Terminal and in Excel: Adam Kommel – Activism Product Manager, Bloomberg
- 2:50 – 3:05 PM
Investment Idea: Jim Mitarotonda – CEO, Barington Capital Group
- 3:05 – 3:35 PM
Panel: Activism at Dual-Class Companies
Moderator: Crystal Tse – Deals Reporter, Bloomberg
Bill Anderson – Senior Managing Director and Global Head – Strategic M&A, Defense & Shareholder Advisory, Evercore
Jon Feldman – Partner, Goodmans LLP
Adam Katz – Co-Founder and CIO, Irenic Capital Management
Dianne McKeever – CIO & Managing Partner, Ides Capital- 3:35 – 3:45 PM
Investment Idea: Kevin Galligan – Partner, JANA Partners
(Session not available via webcast)- 3:45 – 4:00 PM
Break
- 4:00 – 4:30 PM
Panel: Activist Wolfpacks and Swarms
Moderator: Abigail Gampher Takacs – Legal Analyst, Bloomberg Law
Elizabeth Gonzalez-Sussman – Vice Chair, Shareholder Activism Practice, Olshan
Bob Marese – President, MacKenzie Partners
Avinash Mehrotra – Co-Head of M&A Americas and Global Head of Activism and Takeover Defense, Goldman Sachs
Dan Moore – Founding Partner, Collected Strategies- 4:30 – 5:00 PM
Panel: Activism in 2024: Emerging Trends
Moderator: Crystal Tse – Deals Reporter, Bloomberg
Michael Fein – Founder & CEO, Campaign Management
Lauren Gojkovich – Founder & Managing Member, LDG Advisory
Gavriel Kahane – Managing Partner, Arkhouse Management
Lex Suvanto – CEO, Edelman Smithfield- 5:00 – 6:00 PM
Networking Reception
When & Where
Monday, December 11, 2023
12:00 – 6:00 PM
Bloomberg
731 Lexington Avenue
New York, NY 10022
7th Floor